+325.3%
STX vs QSR
+28.6%
+296.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.5% |
| 7D | -2.3% | -4.0% | +1.8% | -4.0% |
| 30D | -5.5% | +2.8% | -8.2% | -4.4% |
| 3M | -4.3% | +5.1% | -9.4% | -1.5% |
| 6M | +115.6% | +8.8% | +106.8% | +124.8% |
| YTD | +202.2% | +14.8% | +187.4% | +217.8% |
| 1Y | +325.3% | +25.7% | +299.6% | +300.1% |
| All | +325.3% | +28.6% | +296.7% | +300.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded QSR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling